BEI
BSV icon

Benjamin Edwards Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Benjamin Edwards Inc’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.4M Buy
56,425
+11,250
+25% +$878K 0.04% 380
2026
Q1 		$3.54M Buy
45,175
+2,666
+6% +$210K 0.04% 404
2025
Q4 		$3.35M Buy
42,509
+2,430
+6% +$192K 0.04% 387
2025
Q3 		$3.16M Sell
40,079
-6,900
-15% -$543K 0.04% 402
2025
Q2 		$3.7M Buy
46,979
+6,735
+17% +$527K 0.05% 331
2025
Q1 		$3.15M Sell
40,244
-3,127
-7% -$243K 0.04% 331
2024
Q4 		$3.35M Sell
43,371
-1,202
-3% -$93.3K 0.05% 333
2024
Q3 		$3.51M Buy
44,573
+42,249
+1,818% +$3.29M 0.05% 330
2024
Q2 		$178K Buy
2,324
+79
+4% +$6.03K 0.03% 355
2024
Q1 		$172K Sell
2,245
-542
-19% -$41.6K 0.03% 357
2023
Q4 		$215K Hold
2,787
– – 0.05% 304
2023
Q3 		$209K Hold
2,787
– – 0.05% 272
2023
Q2 		$211K Sell
2,787
-27
-1% -$2.06K 0.05% 267
2023
Q1 		$215K Sell
2,814
-60,419
-96% -$4.58M 0.05% 265
2022
Q4 		$4.76M Buy
63,233
+10,292
+19% +$772K 1.25% 11
2022
Q3 		$3.96M Buy
52,941
+42,031
+385% +$3.21M 1.19% 9
2022
Q2 		$838K Buy
10,910
+9,418
+631% +$726K 0.25% 119
2022
Q1 		$116K Buy
1,492
+1,340
+882% +$106K 0.03% 339
2021
Q4 		$12K Buy
152
+52
+52% +$4.23K ﹤0.01% 564
2021
Q3 		$8K Hold
100
– – ﹤0.01% 458
2021
Q2 		$8K Hold
100
– – 0.01% 369
2021
Q1 		$8K Hold
100
– – 0.01% 333
2020
Q4 		$8K Hold
100
– – 0.01% 330
2020
Q3 		$8K Hold
100
– – 0.01% 314
2020
Q2 		$8K Hold
100
– – 0.01% 305
2020
Q1 		$8K Hold
100
– – 0.01% 293
2019
Q4 		$8K Hold
100
– – 0.02% 234
2019
Q3 		$8K Hold
100
– – 0.02% 232
2019
Q2 		$8K Hold
100
– – 0.02% 227
2019
Q1 		$8K Buy
+100
New +$7.89K 0.04% 213

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Benjamin Edwards Inc's BSV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 25% in Q2 2026, buying an estimated $878K and bringing the position to 56,425 shares worth $4.4M. The position accounts for 0.04% of the portfolio, ranked #380.

Benjamin Edwards Inc first reported a position in BSV in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.76M in Q4 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Benjamin Edwards Inc held 56,425 shares of Vanguard Short-Term Bond ETF worth $4.4M as of Q2 2026.
  • Benjamin Edwards Inc bought 11,250 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $878K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #380 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Vanguard Short-Term Bond ETF position peaked at $4.76M in Q4 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.